Clio Grow review

Clio Grow is the intake and client acquisition side of Clio. Clio says Grow AI responds to inquiries across web, email and phone at all hours, screens each lead against the practice areas, locations and requirements you set, searches all of Clio for conflicts and books good-fit prospects into appointments automatically. It also sends intake forms, follows up on unsigned agreements and keeps every channel a prospect used, from chat to a form, in one record. Once a lead is a good fit, the firm can send fee agreements for e-signature and request payment, and everything carries into Clio Manage. Marketing tools cover email updates, a website, source tracking and Google review requests. Clio Grow is bundled in the Elite plan alongside Clio Manage, which is quote-based, and Grow AI is billed per hired matter. For firms not on Clio, the value drops sharply.

Who it is for

Firms already on Clio Manage that want intake, screening and conflict checks in the same system.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Grow AI responds after hours, screens for fit and conflicts and books consultations
• Screens each inquiry against your practice areas, locations and requirements
• Conflict checks across all of Clio
• Fee agreements for e-signature and online payment
• Automatic Google review requests and referral tracking

Strengths and weaknesses

• Strength: Lead data carries into Clio Manage when a lead becomes a client
• Strength: Conflict checks run against your whole Clio database
• Strength: Covers intake through signed agreement
• Weakness: Pricing for Grow is quote-based
• Weakness: Grow AI is billed per hired matter
• Weakness: Most useful only if the firm runs on Clio

Key facts

• Plan: Included in Clio's Elite plan with Clio Manage
• Grow AI billing: Billed per hired matter
• Security: SOC 2 Type II

Where it ranks

Clio Grow is No. 7 in our Best Chatbots for Law Firms verdict.